Deals

This page is a forward-looking product note. Deals are not a shipped SaaS route today; the current work surface is Tasks and Quotes.

Deals are the product-facing evolution of quotes. They represent commercial opportunities and proposal flows inside the Work section.

Views

• Pipeline view for status-based deal movement.
• All Deals table for search, filters, and broad overview.

Relationships

A deal can relate to:

• One customer.
• Multiple assets.
• Multiple tasks.
• A future workspace.

Status Flow

The product model inherits the quote status flow:

1. Created.
2. Sent.
3. Accepted.
4. In progress.
5. Completed.
6. Rejected.

Status changes should become workflow events once the workflow module is implemented.

Pricing

Deals should support fixed price, subscription, and hourly-rate models, plus fixed or percentage discounts. Commercial details should snapshot customer and asset facts when the deal is sent or accepted.